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Cadence Design Systems, Inc.

CDNS Technology
$394.5 +$9.54 (2.48%)
Market Cap: $108.81 B
Gurus Holding
9
Popularity Rank
#540
% of Shares Held
0.54%
Net Activity (Q1 2026)
-$71.28 M

Guru Ownership Trend

Guru Analysis for Cadence Design Systems, Inc. (CDNS)

Cadence Design Systems, Inc. (CDNS), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $590.09 M.

Top institutional holders include Steven Cohen and Manning & Napier Group.

Institutional sentiment is currently Bearish. This is evidenced by a $71.28 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Ray Dalio reduced exposure by 39.1%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$67.07 M
Total Buy Value
New Buys 1
Additions 6
-$138.36 M
Total Sell Value
Reductions 2
Sold Out 4

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
7

FAQs for Cadence Design Systems, Inc. (CDNS)

Major holders include Steven Cohen ($190.74 M), Manning & Napier Group ($102.79 M), Renaissance Technologies (RenTech) ($44.6 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.5 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $71.28 M, with 7 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 4 fully exited CDNS. The total reported sell value was $138.36 M.

Yes, 1 managers opened new positions in CDNS, and 6 increased their existing holdings. The total reported buy value was $67.07 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.24% Add 10.6% 686,437 $190.74 M Q1 2026
1.45% Reduce -4.8% 369,915 $102.79 M Q1 2026
0.07% New Buy 160,520 $44.6 M Q1 2026
0.10% Add 3.4% 123,385 $34.28 M Q1 2026
0.01% Add 0.3% 92,256 $25.46 M Q1 2026
0.03% Reduce -39.1% 25,436 $7.07 M Q1 2026
0.05% Add 9.6% 16,713 $4.64 M Q1 2026
0.07% Add 96.0% 13,034 $3.62 M Q1 2026
0.02% Add 53.7% 8,100 $2.25 M Q1 2026
Date
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Transaction
Value
Shares
Position / Chg
SEC Form